KWM
Kingsview Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-9,954
| Closed | -$407K | – | 916 |
|
2022
Q1 | $407K | Buy |
9,954
+1,529
| +18% | +$62.5K | 0.02% | 618 |
|
2021
Q4 | $372K | Buy |
8,425
+429
| +5% | +$18.9K | 0.02% | 649 |
|
2021
Q3 | $319K | Buy |
+7,996
| New | +$319K | 0.02% | 669 |
|
2021
Q1 | – | Sell |
-7,136
| Closed | -$252K | – | 866 |
|
2020
Q4 | $252K | Buy |
+7,136
| New | +$252K | 0.02% | 589 |
|